Kingswood Wealth Advisors’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,475
| Closed | -$221K | – | 764 |
|
|
2025
Q1 | $221K | Sell |
10,475
-12,135
| -54% | -$256K | 0.02% | 651 |
|
|
2024
Q4 | $482K | Buy |
22,610
+11,510
| +104% | +$246K | 0.04% | 451 |
|
|
2024
Q3 | $247K | Sell |
11,100
-4,500
| -29% | -$100K | 0.02% | 623 |
|
|
2024
Q2 | $329K | Sell |
15,600
-2,800
| -15% | -$59.1K | 0.03% | 492 |
|
|
2024
Q1 | $390K | Sell |
18,400
-200
| -1% | -$4.24K | 0.05% | 411 |
|
|
2023
Q4 | $385K | Buy |
+18,600
| New | +$385K | 0.04% | 405 |
|
|
2023
Q3 | – | Sell |
-18,600
| Closed | -$378K | – | 458 |
|
|
2023
Q2 | $378K | Buy |
+18,600
| New | +$378K | 0.12% | 168 |
|